BUSINESS TOOL
CRM for Sign Makers: Everything at a Glance
Companies, contacts, client assets, data enrichment, sevDesk sync
Secure your spot now
- ✗"Which Mueller? The one with the shop sign?"
- ✗Customer history in your head — until you forget
- ✗3 minutes searching Outlook on every call
- ✗Materials from last order? No idea
- ✗Regular customer leaves unnoticed
- ✓Customer calls: all info ready instantly
- ✓Complete order history per customer
- ✓One click: company, quotes, jobs, assets
- ✓"Same vinyl as May" — found instantly
- ✓Inactive customers flagged automatically
THE PROBLEM
Client data scattered everywhere
The client calls: 'Same as last time.' You don't know which last time they mean. Was it the banner job or the storefront wrap?
When a client calls, you need minutes instead of seconds
THE SOLUTION
A CRM built for sign making
All data in one place. Automatic data enrichment
Bidirectional sevDesk sync
- Companies + contacts
- Client assets
- Job history
- Data enrichment
- CSV import
How it works
Add clients
Manually, CSV or sevDesk
Manage assets
Logos and print files
Use history
All quotes and jobs
Follow up
Identify inactive clients
Sign shops work with a manageable but deeply connected client base — relationships are long-term. A CRM built specifically for trades and sign shops knows assets, job history and recurring patterns that a general CRM cannot map
Client knowledge on demand
Sync clients from sevDesk or add manually — all contact data, contacts and notes
Store client assets: which lettering, wrapping or advertising items does this client already have
Complete job history with quotes, jobs and invoices at a glance
Reminders for maintenance intervals or seasonal promotions stored directly on the client
YOUR BENEFITS
- ✓Instant context when a regular client calls
- ✓Client assets prevent incorrect material recommendations
- ✓Job history as a basis for upselling
- ✓Bidirectional sevDesk sync keeps both systems current
- ✓Automatic data enrichment with company information
Multiple
contacts
Assets
versioned
Brand profile
per client
Custom pricing
per client
Frequently Asked Questions
Does the CRM replace sevDesk?
No. The PlotonIQ CRM is specialized for sign shop workflows — assets, jobs, measurements. Accounting and financials stay in sevDesk
How does the sevDesk synchronization work?
Bidirectional and in real time: new clients in PlotonIQ appear in sevDesk and vice versa. Changes are reconciled
Can multiple contacts be stored per client?
Yes. Any number of contacts with role, email, phone and individual notes
What are client assets?
Assets are the existing advertising materials of a client — e.g. window vinyl lettering, vehicle graphics, outdoor advertising. With photos, dimensions and material information